Intel / podcast

Krishna Rao on Anthropic's Compute Strategy and Path to $30B ARR

Source: podcasts.apple.com
Author: Patrick O'Shaughnessy
Date: Published May 13, 2026

Why it matters

A rare operator-level account of how Anthropic allocates scarce compute, scales model economics and decides where to build across the platform and application layers.

Key quotes

“The compute that we procure, it's the lifeblood of our business, it is the most important thing in the company.”
Krishna Rao

“Right now within the company, 90 plus percent of our code is actually written by Cloud Code. A lot of Cloud Code's code is written by Cloud Code.”
Krishna Rao

“We don't really think about models as closed or open. We think of them as frontier or not.”
Krishna Rao

“Our net dollar retention rate is over 500% on an annualized basis.”
Krishna Rao

“On the way here, I was in an Uber and I signed two double digit million dollar commits when the car ride, which was like 20 minutes.”
Krishna Rao

Read the source podcasts.apple.com